EWU — iShares MSCI United Kingdom ETF

EWU Price Performance — Growth of $10,000

Value of a $10,000 investment in EWU over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

EWU Drawdown

The "underwater" chart: EWU's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The iShares MSCI United Kingdom ETF (EWU) operates within the Single Country - Developed category, where ETFValuer tracks a total of 18 funds. Issued by iShares, this exchange-traded fund holds an overall rank of #148 out of 458 tracked ETFs across all categories and carries an ETFValuer grade of B with a score of 67.5 out of 100. The fund charges an expense ratio of 0.5% and currently offers a dividend yield of 1.92%. Trading at a price of $47.23, the ETF manages assets under management totaling $3.67 billion. This asset size suggests significant investor adoption relative to the broader universe of 458 tracked funds, despite its mid-tier ranking. The combination of a B grade and substantial assets indicates a established vehicle within its specific sector focus.

Over the last trading day, the fund posted a return of +1.13%, followed by a weekly gain of +0.62%. Monthly performance accelerated to +3.92%, while the three-month return settled at +2.36%. The six-month trajectory showed further growth with a +6.29% return, and year-to-date performance reached +7.75%. Annual returns have been notably strong at +19.39%, extending to a three-year total of +59.29%. This pattern demonstrates a divergence where short-term gains have been more modest compared to the robust long-term accumulation over the past three years.

The fund is classified with a Low volatility label and exhibits a beta of 0.71, indicating price movements that are generally less sensitive than the broader market. A Sharpe ratio of 0.96 suggests the fund has generated a favorable risk-adjusted return relative to its volatility. Despite these metrics, the maximum drawdown recorded was -12.63%, reflecting the peak decline from a high point during the measured period. This combination of low volatility and a beta below 1.0 implies the fund tends to move less aggressively than the market in both directions. However, the specific drawdown figure highlights that even with lower volatility characteristics, the fund has experienced significant temporary losses.

AI-generated summary based on the data on this page.

EWU Top Holdings

Holdings as of 2026-02-28 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 52.2% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how EWU's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With EWU

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with EWU's top 10 — SCHF overlaps most, holding 3 of the same companies as EWU's top 10 (26.3% of EWU's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.71% (as of 2026-07-23) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 18.70 (as of 2026-07-23) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

EWU Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 2.06% and average daily volume is 1.4M/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $3.67B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: EWU is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

EWU Performance History

How EWU Compares to Other Single Country - Developed ETFs